Skip to main content
Procore

Search

Searching in
About 91 results
  • Delete Configurable Fieldsets
    https://en-ca.support.procore.com/products/online/user-guide/company-level/admin/tutorials/delete-configurable-fieldsets
    How to delete fieldsets from the Company level Admin page.
  • Remove Configurable Fieldsets from Projects
    https://en-ca.support.procore.com/products/online/user-guide/company-level/admin/tutorials/remove-configurable-fieldsets-from-projects
    How to remove configurable fieldsets from one or more projects in Procore.
  • How do I set up permissions for a communications type?
    https://en-ca.support.procore.com/faq/how-do-i-set-up-permissions-for-a-correspondence-type
    Answer You can use permission templates in the company level Permissions tool to configure default project permissions for each of the communications types you create. Demo Video See Also Grant Granul...Answer You can use permission templates in the company level Permissions tool to configure default project permissions for each of the communications types you create. Demo Video See Also Grant Granular Permissions in a Project Permissions Template Manage Project Permissions Templates
  • What granular permissions are available for the project's Correspondence tool?
    https://en-ca.support.procore.com/faq/what-granular-permissions-are-available-for-the-projects-correspondence-tool
    Note: Since users with 'Standard' level permissions on a correspondence type can respond to correspondence items they are on, the 'Respond to Items They Are On' granular permission cannot be unchecked...Note: Since users with 'Standard' level permissions on a correspondence type can respond to correspondence items they are on, the 'Respond to Items They Are On' granular permission cannot be unchecked while 'Standard' is selected for the correspondence type on the permissions template.
  • Correspondence - Release Notes
    https://en-ca.support.procore.com/products/online/user-guide/project-level/correspondence/release-notes
    This page describes notable changes to the project's Correspondence tool.
  • Customize the Column Display in the Correspondence Tool
    https://en-ca.support.procore.com/products/online/user-guide/project-level/correspondence/tutorials/customize-the-column-display-in-the-correspondence-tool
    How to customize the columns in the project's Correspondence tool.
  • Correspondence - Workflow Diagrams
    https://en-ca.support.procore.com/products/online/user-guide/project-level/correspondence/workflows
    This page includes the standard workflow diagrams for actions in or related to the project's Correspondence tool.
  • Link an Origin Correspondence Item or Origin RFI to an Existing Correspondence Item
    https://en-ca.support.procore.com/products/online/user-guide/project-level/correspondence/tutorials/link-an-origin-correspondence-item-or-origin-rfi-to-an-existing-correspondence-item
    How to link an origin correspondence item or origin RFI to an existing Correspondence item.
  • Add a Related Item to a Correspondence Item
    https://en-ca.support.procore.com/products/online/user-guide/project-level/correspondence/tutorials/add-a-related-item-to-a-correspondence-item
    How to add a related item to a correspondence item.
  • Create and Link an RFI, Change Event or a Different Correspondence Item to an Existing Correspondence Item
    https://en-ca.support.procore.com/products/online/user-guide/project-level/correspondence/tutorials/create-an-link-an-rfi-change-event-or-a-different-correspondence-item-to-an-existing-correspondence-item
    How to create and link an RFI, Change Event or a different Correspondence item to an existing Correspondence item.
  • Which fields in the Communications tool can be configured as required, optional or hidden?
    https://en-ca.support.procore.com/faq/which-fields-in-the-correspondence-tool-can-be-configured-as-required-optional-or-hidden
    This table lists the fields used in the Communications tool that can be configured as required, optional or hidden by Company Admins.